Overview
A bulk status change clears the Open Leads flag on several records at once, because changing a lead's status is one of the actions that closes an open communication loop.
Only use this when the status change is genuinely correct for those leads. If it is not, you are falsifying your pipeline to tidy up a number — and the number was there to tell you something.
Steps
Step 1: Open your list of Open Leads
Step 2: Review and select
Look at the records properly and select the ones you want to update.
Step 3: Use the bulk Change Status action
Step 4: Choose the status
The one that is actually accurate for these leads.
Step 5: Apply
Step 6: Confirm
Return to the Open Leads view and check the records have dropped out of the count.
When not to use this
If the leads should keep their current statuses, do not use this method.
Moving records to an inaccurate status purely to clear the count corrupts your pipeline data — your reporting, your filters, and anything automated off status will all be wrong afterwards.
If you have a genuine backlog and the statuses need to stay as they are, contact support about a bulk cleanup instead.
Important Notes
A status change is one of several actions that close an open loop. It works in bulk as well as one at a time.
Changing status one lead at a time also clears the loop — this is just the faster route for a large list.
Never use an inaccurate status to clear the count.
Support can help with a bulk cleanup where the statuses must be preserved.
Frequently asked questions
Can I bulk clear Open Leads without changing their status?
Not through a user-facing bulk action. Where the statuses need to stay unchanged, contact support.
Will changing the status one by one also clear the loop?
Yes. A manual status change is one of the ways to close it.
Should I use this for every open lead?
No. First make sure the status you are applying is correct for those records.
Troubleshooting
Some records did not clear
Confirm they were actually included in the bulk selection.
The count has not updated
Refresh the Open Leads view.
You need the statuses left alone
Contact support rather than applying a status change you do not mean.
Related
What Are Open Leads and How Do I Clear Them? — what the count means and the other ways to clear it
How to Bulk Assign Leads to a Team Member in REsimpli